Expert Wealth Management for You and Your Family

At Crimson Oak, the entire focus is on guiding you and your loved ones through every stage of your financial journey, from building wealth to securing a lasting financial legacy.

We Are Your Steadfast Partner On Life's Journey

  • Working diligently to Empower Clients, Enabling Wise Financial Decisions.
  • Registered Investment Advisors meeting the highest fiduciary standards.
  • Helping you find the right answers to your life's biggest financial challenges.
  • Assisting you grow financially over time.
  • Established more than a decade ago, we work nationally serving clients across the country.
  • Our founder is a Ph.D, in Economics and a CFP® (Certified Financial Planner®).
  • Education and Experience is the foundational structure of our approach.

We Are Fee-Only Fiduciaries

It's our legal and moral obligation to act in your best interest

Simplifying Your Financial Journey

At Crimson Oak Wealth Management, we believe in a comprehensive and client-centered approach to Financial Planning. Here’s how we work with you:

Discover: Understanding Your Needs and Goals

We start by getting to know you—your financial situation, aspirations, and challenges. This comprehensive discovery phase ensures that every strategy we create is tailored to your unique circumstances and long-term vision.

Design: Crafting Your Personalized Financial Roadmap

Based on the insights from our discovery phase, we design a customized financial plan. This plan integrates investment strategies, risk management, tax optimization, and more to align with your goals and priorities.

Implement: Putting Your Plan into Action

Once your financial roadmap is in place, we move into execution. Our team takes care of the details, ensuring every step is seamlessly implemented while keeping you informed and involved throughout the process.

Evolve: Adapting to Your Life’s Changes

Financial needs and market conditions change over time, and so should your plan. We continuously monitor and adjust your strategy, ensuring it remains aligned with your goals and evolving circumstances.

True Wealth is More Than Just Money...

It is the values and legacy we pass on to future generations.

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Nature's Symphony

Breathtaking colors of our planet
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Sands of Time

Stark beauty of desolate dunes
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Beyond Boundaries

Visual odyssey across continents
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Faces of Humanity

Portraits of people from around the globe
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Medical Professionals

As a medical professional, you face financial challenges unique to you. We work with you to ensure that you have a personalized plan to achieve your financial goals.

Crimson Oak Wealth Management specializes in solving the financial complexities that come with a demanding medical career. From managing student loans to building a secure retirement plan, we’re here to make financial wellness a reality.

Your Financial Security Is Our Priority.

Insights to Guide Your Financial Journey

Explore timely financial insights, strategies, and market updates curated by our expert team. From retirement planning and investment tips to risk management and legacy-building, our blog helps you stay informed and confident—every step of the way.

Smart Moves to Lower Your 2025 Business Tax Bill

The Impact of the Social Security Fairness Act on Retirees

Don't Get Spooked by Market Myths

2025 Second Quarter Financial Market Review and Outlook

Changes to your federal taxes with the passage of the "One Big, Beautiful Bill"

Tax Implications and Benefits of Homeownership

What Property Owners should know regarding the OBBBA (One Big Beautiful Bill Act) signed into law on July 04, 2025

Understanding 30 vs. 15-Year Fixed-Rate Mortgages
View more

Our Clients Speak For Themselves

Our clients trust us because we understand their unique financial challenges and provide tailored strategies that empower them to achieve their goals.

Sarah L., Physician

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Working with Crimson Oak has given me complete confidence in my financial future. Their team took the time to understand my goals and provided a clear, actionable plan that made everything feel manageable. I finally feel in control of my finances and know I have experts guiding me every step of the way

Mark R., Business Owner

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As a busy professional, I needed a financial advisor who truly understood my unique challenges. Crimson Oak delivered exactly that. Their expertise in investment management and risk planning has helped me build wealth while ensuring my assets are protected. I couldn’t be happier with the personalized attention and strategic advice they provide

Jessica T., Executive

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Crimson Oak Wealth Management has been an invaluable partner in helping my family secure our financial future. From retirement planning to estate management, they’ve provided insightful guidance that has given us peace of mind. Their professionalism and commitment to their clients are truly unmatched

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A row of arrows pointing in opposite directions on a white background.
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